See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,621 | $73,787-15.1% | $98,716-36.6% | $82,448-24.0% |
| Participation rate | 34.6% | 61.4%-26.8pp | 69.3%-34.7pp | 68.1%-33.5pp |
| Annual return | 10.96% | 18.57%-7.6pp | 31.81%-20.8pp | 41.64%-30.7pp |
| Employer contribution / active EE | $780 | $1,511-48.4% | $2,279-65.8% | $2,551-69.4% |
| Participant deferral / active EE | $2,883 | $3,081-6.4% | $4,048-28.8% | $4,139-30.3% |
| Admin fee / account holder | $14,104 | $6,500+117.0% | $8,703+62.1% | $7,234+95.0% |